See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,778 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,224 | $65,041-59.7% | $90,951-71.2% | $79,858-67.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.25% | 30.45%-19.2pp | 134.60%-123.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,544 | $1,247+23.8% | $2,122-27.2% | $2,471-37.5% |
| Participant deferral / active EE | $2,400 | $2,512-4.5% | $3,373-28.9% | $3,740-35.8% |
| Admin fee / account holder | $82 | $4,536-98.2% | $5,959-98.6% | $5,306-98.5% |